Isabella Romero-Perez is a Wealth Management Intern at Waggoner, where she supports advisors through client meeting preparation and proactive client engagement, helping to ensure clients remain well-informed and connected to the team.
A rising senior at Michigan State University pursuing a degree in Finance, Isabella brings strong analytical ability and a disciplined work ethic to everything she does at the firm. Her academic foundation in financial principles, combined with hands-on experience in a professional advisory environment, positions her well for a career in financial services.
Outside the office, Isabella enjoys the outdoors, staying active, and spending time with friends and family.
